QUALITY INVESTMENT STRATEGIES FOR THE LONG TERM.
We are one of New Zealand’s leading investment advisory firms and investing is our specialty. Since we were established in 1984 and over the subsequent 35 years or so we’ve experienced many notable market events – both good and bad. The advice we offer through our network of investment advisers is your biggest advantage in achieving your investment goals. Now is a great time to use our knowledge and expertise to help you navigate the current situation. All of our advisers are supported by one of the largest research teams in New Zealand.
No matter how much or how little experience you have with investing, one of our qualified investment advisers can help you make the most of our services. Our experienced Investment Advisers have helped more than 50,000 clients with their investments be it investors with high net worth, or those just starting out.
We’re right beside you on your journey, so let’s get started.
PREMIUM INVESTORS & EXPERTISE SEEKERS
You may have been investing for some time, or invested before and have accumulated an investment portfolio that is now worth a sizeable amount. You want the assurance that your capital is protected.
NEW INVESTORS & OPPORTUNITY TAKERS
You see the current markets as an opportunity and want a trusted partner to guide you on your investing journey, helping you to make smart choices.
We like to understand your personal financial needs and ambitions, and use our expertise to deliver the best possible results. For us, it’s personal.
ADAM LYNCH & FLEUR GARDINER, INVESTMENT ADVISERS - GISBORNE BRANCH
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REQUEST AN INFO PACK
Find out more about our range of investment services.
MEET OUR ADVISERS
We have advisers based in 19 branches all over New Zealand.
Talk to one of the team for more information.
KEEPING PERSPECTIVE - INVESTMENT TIPS FOR SURVIVING THIS RECESSION
The immediate future will be rough for the global economy and investors. We share our thoughts on surviving the recession.